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Helix Energy Solutions

241 hedge funds and large institutions have $1.31B invested in Helix Energy Solutions in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

3.56% more ownership

Funds ownership: 88.72%92.28% (+3.6%)

1% more funds holding

Funds holding: 238241 (+3)

5% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 88

12% less capital invested

Capital invested by funds: $1.49B → $1.31B (-$185M)

68% less call options, than puts

Call options by funds: $372K | Put options by funds: $1.15M

Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
84
Reduced
88
Closed
26
Calls
$372K
Puts
$1.15M
Net Calls
-$778K
Net Calls Change
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
126
Mitsubishi UFJ Asset Management
Japan
$338K +$32.4K +3,219 +10%
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$313K
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$313K +$19.6K +1,950 +6%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$310K +$1.29K +128 +0.4%
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$284K -$272 -27 -0.1%
ZA
131
Zazove Associates
Nevada
$283K +$306K +30,400 New
EWA
132
EP Wealth Advisors
California
$281K +$55.6K +5,527 +22%
PEP
133
Pickering Energy Partners
Texas
$280K +$302K +30,000 New
PA
134
Profund Advisors
Maryland
$273K -$35.1K -3,484 -11%
PFSRSONJ
135
Police & Firemen's Retirement System of New Jersey
New Jersey
$273K +$295K +29,267 New
Allspring Global Investments
136
Allspring Global Investments
North Carolina
$261K +$664 +66 +0.2%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$258K -$9.86K -980 -3%
KK
138
KLP Kapitalforvaltning
Norway
$247K +$267K +26,500 New
Mackenzie Financial
139
Mackenzie Financial
Ontario, Canada
$240K -$3.94K -391 -1%
GC
140
Guggenheim Capital
Illinois
$222K -$77.7K -7,724 -24%
Mirae Asset Global Investments
141
Mirae Asset Global Investments
South Korea
$220K -$4.92K -489 -2%
SPA
142
Sherbrooke Park Advisers
New York
$212K +$229K +22,739 New
SO
143
STRS Ohio
Ohio
$208K
Corient Private Wealth
144
Corient Private Wealth
Florida
$208K -$17.8K -1,769 -7%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$205K +$221K +22,007 New
CL
146
Choreo LLC
Illinois
$204K -$23K -2,282 -9%
MOACM
147
Mutual of America Capital Management
New York
$202K +$1.61K +160 +0.7%
YIH
148
Y-Intercept (HK)
Hong Kong
$201K +$217K +21,564 New
OAM
149
Oppenheimer Asset Management
New York
$192K -$14.1K -1,402 -6%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$183K -$109K -10,804 -36%

HLX Hedge Fund Activity: Q4 2024 in Review

241 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Helix Energy Solutions (HLX) for Q4 2024, worth a combined $1.31B — down 12% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HLX positions and 26 closed out — a net gain of 7 holders — while 84 added to existing stakes and 88 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $19.4M. The largest seller was Morgan Stanley, cutting an estimated $19.1M.

  • 241 institutional investors held Helix Energy Solutions (HLX) as of Q4 2024, up from 238 in Q3 2024.
  • Funds reported $1.31B of Helix Energy Solutions stock for Q4 2024, down 12% quarter-over-quarter.
  • 33 funds opened new Helix Energy Solutions positions in Q4 2024 and 26 closed out, a net change of +7 holders.
  • The largest Helix Energy Solutions buyer in Q4 2024 was Balyasny Asset Management, an estimated $19.4M added.
  • The largest Helix Energy Solutions seller in Q4 2024 was Morgan Stanley, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2024.